Century Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Century Investments primarily manages pooled investment vehicles and institutional assets while also offering non-discretionary asset management and financial planning and consulting services. Its service set includes portfolio construction, security selection, ongoing monitoring, and implementation of strategies such as covered-call option overlays when appropriate, with client approval required before trades are executed.
The firm’s investment approach combines fundamental, technical (charting) and cyclical analysis to tailor strategies to each client’s stated objectives and risk tolerance. Engagements may include long- and short-term positions, limited margin use and options strategies, and financial planning work is billed on an hourly basis rather than solely through AUM-based fees.
Distinctive features noted in the firm’s brochure include that a firm principal is a licensed insurance agent and dedicates a portion of time to that activity, a relationship the firm discloses as a potential conflict of interest. The firm also participates in an institutional custodian program that provides research and operational benefits, and it is a small, newly registered advisory that may differ from larger peers in scale and service delivery.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.70% annually Over $5,000,000+: 0.50% annually
$225 per hour for financial planning
Main office
2099 W. Us Highway 50 #130 C
Pueblo CO 81008
Advisors at this office
1
Most active in
Colorado
Also doing business as
Century Investments · Evergrowth Holdings, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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